Knowlarity Cellular Calling- Feature Overview
Set up and manage Knowlarity Voice Inbox in LimeChat to handle inbound and outbound calls efficiently. Configure the inbox with API credentials, assign agents, and sync phone numbers
Steps to Create Knowlarity Voice Inbox
To create a Knowlarity Voice inbox:
Go to Settings Section → Inboxes Section → Add Inbox Button → Voice channel -> Knowlarity
Arrange the following credentials from the Knowlarity Dashboard and fill in the fields.
API Key
SR Number
Caller ID
Clicking on Create Inbox button will generate a Knowlarity Voice Inbox and take you to the next step of adding agents.
Once the agents are added, you need to add agents’ mobile numbers which they use to attend calls (same as the ones configured in Knowlarity Agent Settings) by using one of given ways:
4.1. Account Administrators use Agent Settings: Settings Section → Agents Section → Edit Agent
4.2. Agents use their Profile Settings:
Inbound Calls
Call Notifications: When an incoming customer call is routed to an agent’s mobile phone, the agent will receive a call notification with a ringtone on the Helpdesk screen.
Call Connected State: Once the agent picks up the call on the mobile phone, a call connected state would be seen. This would facilitate the agents to do the following actions:
2.1. Open Previous Ticket Button: If the customer has had a conversation with your Customer Support team before via LimeChat Helpdesk, the agents will be shown this button which will open the latest ticket of the customer. Thus helping the agents to gain context about the customers and their queries if any
2.2. Call notes: Agents can jot down notes while on call with the customers. This note will be seen as a Private Note in the voice inbox ticket of the respective customer.
2.3. Call Disconnected State: As soon as the call ends, a call disconnected state would be seen.
2.3.1. Call Customer Button: The agents can right away place an outbound call to the customer if required in case of connection failures.
2.4. Inbound Call Voice Ticket: Once the call ends, a voice ticket (in open state) will be created under the Voice inbox.
2.4.1. The ticket will contain the Call Recording Link and the call note seen as a Private note.
2.4.2. The ticket will be automatically assigned to the agent who picked up the call.
Outbound Calls- Click to Call
Call Initiation: Click to Call feature to place outbound calls can be accessed via one of the 2 methods:
1.1. Method 1: | Call Icon on the left side of the Customer name inside the ticket - The customer’s mobile number would be pre-filled in the phone number field.
1.2. Method 2: Call Icon on the Left side panel - The agents will have to enter the customer’s mobile number in the phone number field.
Call Connected State: When an agent clicks on ‘’Call Now’’ button, the agent will receive a call on their mobile phone and then the customer will be ringed. Once the customer picks up the call, a call connected state will be seen.
Call notes: Agents can jot down notes while on call with the customers. This note will be seen as a Private Note in the voice inbox ticket of the respective customer.
Call Disconnected State: As soon as the call ends, a call disconnected state would be seen.
Retry Button: The agents can place an outbound call in 1 click again if required
Outbound Call Voice Ticket: Once the call ends, a voice ticket (in open state) will be created under the Voice inbox.
6.1. The ticket will contain the Call Recording Link and the call note seen as a Private note.
6.2. The ticket will be automatically assigned to the agent who initiated the call.
Agent Availability Status
As soon as the agent picks up the call on the mobile phone, the agent’s availability status would be changed to On Call. Similarly, as soon as the call ends the availability status would be changed back to the agent’s last known status.
Miscellaneous
All the Settings related to call queues, IVRs, etc need to be configured from the Knowlarity Dashboard itself.
A record of Missed calls/Abandoned calls will be seen on the Knowlarity Dashboard itself.
In-detail call analytics and reports are available on the Knowlarity Dashboard.
Note: There aren’t any new call metrics added in the Analytics section of LimeChat Helpdesk. Although, the voice tickets created will be included in the calculation of metrics in the Ticket Overview Section of Analytics.
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